Brass Tax Wealth Management, Inc First Tr Ex Trd Viii Cboe Vest Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 7,617 shares of DJUN stock, worth $336,138. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,617
Previous 7,617
-0.0%
Holding current value
$336,138
Previous $311 Million
99.9%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DJUN
# of Institutions
94Shares Held
2.27MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC190KShares$8.39 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.64 Million0.01% of portfolio
-
Sequent Planning LLC Omaha, NE102KShares$4.52 Million1.5% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL98.3KShares$4.34 Million0.11% of portfolio
-
Hickory Asset Management, Inc. Concord, OH73.2KShares$3.23 Million2.69% of portfolio